Industrial Technology
Customer & Market Due Diligence of Test & Measurement Equipment Distributor: Assessing Channel Risks and Validating Growth Potential in Niche Specialty Distribution Market
Conducted OEM, Customer & Market Due Diligence to confirm continued industry shift to indirect channel, establish target’s competitive positioning, analyze rental business attractiveness, and explore adjacent market expansion opportunities. Created market sizing model to validate market size and growth prospects, conducted 50+ customer and OEM interviews, modeled financial impact of indirect channel on OEMs, and performed extensive research. Gotham’s 2-phasse due diligence effort enabled our client to win the auction and successfully complete the acquisition of target.
Show Details
Pragmatic Growth Strategy for Consumer Electronic Device Provider: Developing Multi-brand Growth Strategy in Preparation of PE Exit
Established feasibility of multi-brand strategy to support a transformative add-on acquisition, created company’s domestic and international growth strategy to position the company for a successful exit in 18-24 months, and developed an actionable strategic plan. Effort included: interviewing 160+ government officials, competitors, consumer/influencers, and other industry participants; researching market, competitive, and regulatory dynamics; building robust state-by-state market size/growth and cannibalization models; and developing multi-brand, Canada entry, and product line expansion strategies. Gotham’s assessment and recommendations allowed the client to move forward with the add-on acquisition and enter Canada, as well as start executing near-term aspects of growth plans to set stage for exit.
Show Details
Operational Due Diligence of Testing Services Provider: Rapidly Validating Margin Improvement Opportunities and Assessing Capacity/CapEx Risk
Conducted 2-week operational due diligence to validate margin improvement opportunities and assess capacity/CapEx risk. Gotham visited 7 facilities and conducted full-day operations review with management to understand operations management approach/processes and visions/plans moving forward. To fill gaps in this data poor situation, we performed various in-depth analyses – recasting labor cost structure, analyzing job-level data to understand profitability, building a bottom-up labor utilization and fixed cost model to project margins with revenue growth, etc. Gotham’s due diligence work enabled our client to move forward with confidence and successfully acquire target in a proprietary deal.
Show Details
Customer & Market Due Diligence Of Connectivity Solutions Provider: Establishing Chip-down And Disintermediation Risks To Modules And IoT Technology Trends
Conducted a 2-week customer & market due diligence of a wireless and IoT connectivity solutions provider to establish the target's value proposition, competitive positioning, market opportunity, and growth outlook. To this end, Gotham: conducted anonymous interviews with customers, competitors, engineers, and suppliers; developed a wireless connectivity module supplier competitive landscape; built a detailed cost analysis of chip-down manufacturing; and established the IoT market size in North America. Gotham’s fact-based assessment provided the client clarity on the target’s competitive differentiation from low-cost suppliers within the wireless and IoT connectivity solutions market and the limited risks chip-down pose.
Show Details
Customer & Market Due Diligence Of NG LDC Equipment Supplier: Establishing Natural Gas Consumption Outlook In Light Of Decarbonization
Conducted 5-week customer & market due diligence to: (1) establish macro trends in NG usage; (2) establish market size and growth trends for NG LDC equipment; and (3) determine the competitive landscape for NG LDC equipment. To this end, Gotham: established historic and projected NG consumption trends by leveraging data available from government agencies; developed a country-level market sizing model; conducted interviews with customers, distributors, and competitors across Europe and North America; and performed extensive primary and secondary research to pin down the decarbonization trend and competitive landscape. Armed with a reliable, fact-based assessment of NG demand outlook, our client moved forward with confidence and closed the transaction.
Show Details
Customer & Market Due Diligence Of Testing Instrument Supplier To Government Agencies: Establishing Use Cases and International Expansion Opportunity
Conducted a 3-week customer & market due diligence to establish the market and competitive dynamics of a niche testing instrument serving government agencies (defense, intelligence, and law enforcement) and quantify the target’s international and domestic growth opportunities. To this end, Gotham: built a bottom-up country-level market sizing model; conducted interviews with users, distributors, and competitors; and conducted research to pin down use cases, technology, and competitive dynamics. Gotham’s fact-based analysis of the market, the target’s competitive positioning, and the target’s growth opportunities provided our client with the confidence to move forward and successfully close the deal.
Show Details